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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: Taikun who wrote (54605)	10/21/2004 11:34:00 AM
From: Golconda	Read Replies (2) \| Respond to of 74559

erm..not quite! some may find this of interest but be warned it's about a month out of date now: reading the message from energyplay u may be interested in the figures below. All figures are back of spreadsheet calculations,some figs not entirely up to date, errors are of course my own, no liability incurred and if anyone is going to get pedantic or is buying solely on the basis of PE figures good luck, go find your own numbers. I hold all these stocks and in addition; Petrel (Iraq), Petrokazakhstan, Sibir Energy, Hardman resources, Shell and BP. I would not be buying into Cairn (energyplay's 'carin') at these prices. ______Price____Mkt Cap$m____Prov + Prob mb_____Prod 03 bpd___PER 04_____PER 05 Cairn__1514______4390___________264_____________30,214__________48-53_____65-75 Energy Burren Energy__363_______912___________133______________8,140_________14_______13 Dana__354_________454___________124______________17,270________12_______15 Petroleum Tullow__132______1588.6_________175______________24,821________30_______43 Oil Paladin__136______805.3_________133______________42,006________14_______24 Resources Premier__604_______913__________175______________53,600________20_______27 Oil Maurel__E114______E1080_________279_______________7,000________13_______8 et Prom From: energyplay Sunday, Sep 19, 2004 6:09 PM View Replies (2) \| Respond to of 53539 Hi Jay and everybody - article in Barron's saying HK property market looking up, counter cyclical to rest of the world's property market, companies selling at discount to NAV, etc... I 'm doing DD on a number of tiny oil companies with wells in exotic locations (not North America) - this was suggested by Malcolm. So Far - I own and am happy with - EGY Gabon big potential upside, stock keeps climbing. I have loaded up close to my limit TRGL Turkey, other Europe. Big deal is offshore Turkey. Shallow water, might develop more wells by late next year. Stock still rising as Wall Street realizes importance of their find, but could stall after the next 20-30% . ATPG - North Sea - stock a bit volitile. I have neglected this, but it has done well. Looking at - AYO. AU Aussie company, Amity, in Turkey. NG is $4.41 Mcf in Turkey ! Also in Oz, and Oklahoma USA. Seems more than a bit overvlaued, stock price in long decline, could be bottoming OYL.V Canadian exchange - exploring in Guyanana, near Suriname both on and offshore. Hertiage oil - Canadian - sold some Congo to M&P , exploring in Uganda.... BUR.L Burren in UK - they are in Africa also.... APAGF - a funny maybe overpriced Argentine exploration play.... and of course your M&P Later I may look at - Energy Africa South Africa Pan Ocean Carin (finds oil in India) maybe some Russians....